Industry Voice
Industry Voice: Big ambitions for Asia in 2021
Asian economies have proved more resilient than Western counterparts due to their better handling of the Covid-19 outbreak and mixed capitalism models. Paras Anand, CIO for Asia Pacific gives his outlook for the region and discusses why he believes stability of earnings, greater intra-regional reliance and US dollar weakness will combine for a prosperous year ahead.
Industry Voice: Finding Alpha in an Increasingly Concentrated US Market
How the rules of investing in the large‑cap growth space have changed.
Industry Voice: Intangible Assets Provide Tangible Defenses for Equities
Defensive equities are usually found in sectors that have withstood market shocks, such as utilities and real estate. But as COVID-19 shakes up investment conventions, companies with intangible assets are being more appreciated for their volatility cushion.
Industry Voice: The Retail Transformation: A World Tour
Three major shifts for investors as retail adapts to a younger, richer, tech-savvy global consumer.
Industry Voice: 2021 Asia Economic Outlook
All Eyes on China to Drive Global Growth
Industry Voice: Trending in Asia
In this Q&A, Fidelity Asia Fund portfolio manager Teera Chanpongsang discusses the structural changes that are here to stay as a result of the Covid-19 pandemic. He outlines the winners and losers of this new uncertain market environment and how this is reflected in his investment views.
Industry Voice: In growth we trust…through politics, pandemics, and beyond
In its Q4 2020 outlook, Jennison Associates, PGIM’s fundamental equity manager, explores the continued equity market recovery along with near-term headwinds and structural tailwinds for future growth.
Industry Voice: Secular Outlook Takeaways - Escalating Disruption
The COVID shock has amplified disruptive trends, but we see global investment opportunities in the volatility ahead.
Industry Voice: Climate investing - if not now, when? If not you, who?
For all the environmental, social and governance (ESG) challenges companies face today, there is one which unites them all – a challenge dwarfing all others in its urgency. ‘E’ for the environment. ‘E’ for the elephant in the room. ‘E’ for the emergency we all now face: the failure of our fossil-fuel civilisation to address climate change.
Industry Voice: Quantum Leap
Mike Fox, Head of Sustainable Investments at Royal London Asset Management, believes Covid-19 has caused a quantum leap forward for sustainable investing and explains why he thinks the staggering impacts of the pandemic mean that there really will be a ‘new normal’.
Industry Voice: Election 2020 Blog Federal Help Wanted - Municipalities Face Fiscal Uncertainties
US election could impact ailing municipal budgets.
Industry Voice: Standing up for stranded seafarers
The Covid-19 pandemic has left hundreds of thousands of forgotten maritime workers stranded at sea which is why we’re sounding the alarm on an overlooked global humanitarian issue and a potential supply-chain disaster in the making.
Industry Voice: Emerging Markets Asset Allocation - Opportunities in a Time of Uncertainty
While there is substantial uncertainty ahead, we believe the pickup in growth and supportive liquidity conditions favor emerging markets investments.
Industry Voice: What we're watching in Asia
Across Asia, we are continuing to see a broad-based economic recovery, with China clearly leading the pack. Investment Director Catherine Yeung discusses how this is feeding through to recent consensus-beating corporate earnings, while also examining the outlook for the US-China tensions relating to trade and elsewhere.
Industry Voice: Sustainability in Bond Markets Amid COVID 19 - ESG in Focus
Is this health crisis turned economic shock the ESG inflection point that markets needed? In this Q&A, we discuss the outlook for ESG and PIMCO’s approach to sustainable investing.
Most read
